Add currency conversions to a recurring budget review
Bring amounts and currency pairs you provide into a regular budget review, with the conversion and notes together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Currency Converter
Converts an amount between currencies using the latest exchange rate.
Why this helps
Comparing budgets across currencies can require repeated searches and manual calculations during a review.
- Convert supplied amounts between two currencies.
- Keep budget notes available for Abstract to process.
- Include a currency check in a recurring review.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Apiverve once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to convert the supplied amounts between the specified currencies with Apiverve and process the budget context with Abstract.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real budget amount and currency pair.
Questions about this workflow
Does this automatically find budget amounts?
No. Supply the amounts and currency pair for each run; the schedule only starts the automation.
Are conversions guaranteed transaction rates?
No. The action uses the latest exchange rate for a conversion and does not guarantee a rate for a future transaction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Apiverve. A trigger fires from one place; an action lands in another.
Abstract triggers
Apiverve actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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